Pilot / limited rollout4 min read
Refunds, credits and payment reconciliation
Track changes after payment without duplicating refunds.
This workflow is in pilot or limited rollout and should not be assumed available to every business.
What this feature helps with
Track changes after payment without duplicating refunds.
Step-by-step
- Open the appointment or related invoice.
- Check original payment and refund eligibility.
- Use the supported processor workflow to issue the approved adjustment.
- Verify both processor state and RoveLogics ledger after settlement.
Check your setup
- Duplicate retries must not issue two refunds.
- Record credits separately from actual processor refunds.
Availability and cautions
Good to know
Full processor reconciliation and refund edge cases remain launch-gated.